Concert Wealth Management’s Virtus Convertible & Income Fund NCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $107K | Hold |
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|
2016
Q4 | $107K | Sell |
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|
2016
Q3 | $119K | Hold |
|
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|
2016
Q2 | $108K | Sell |
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|
2016
Q1 | $102K | Hold |
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|
2015
Q4 | $102K | Sell |
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|
2015
Q3 | $121K | Hold |
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|
2015
Q2 | $167K | Sell |
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|
2015
Q1 | $93K | Sell |
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|
2014
Q4 | $405K | Buy |
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|
2014
Q3 | $200K | Sell |
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|
2014
Q2 | $222K | Buy |
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|
2014
Q1 | $208K | Sell |
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|
2013
Q4 | $211K | Buy |
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|
2013
Q3 | $109K | Sell |
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|
2013
Q2 | $109K | Buy |
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